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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,305 | $113,935+55.6% | $94,224+88.2% | $125,393+41.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.44% | 5.29%-4.8pp | 10.68%-10.2pp | 282.23%-281.8pp |
| Employer contribution / active EE | $4,286 | $4,727-9.3% | $3,587+19.5% | $4,866-11.9% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,351-100.0% |
| Admin fee / account holder | $4,190 | $8,391-50.1% | $6,269-33.2% | $9,541-56.1% |